External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

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<ul><li>Semiconductor manufacturing process is essential for industry growth</li><li>PVA Tepla has strong positioning in niche market and favorable industry trends</li><li>Stock has plummeted 70% from peak, presenting a value investment opportunity trading at 11x NOPAT</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Semiconductor manufacturing process is essential for industry growthPVA Tepla has strong positioning in niche market and favorable industry trendsStock has plummeted 70% from peak, presenting a value investment opportunity trading at 11x NOPATThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

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PVA TePla’s key competence lies in the very precise handling of vacuum, extreme pressure and temperatures. This is crucial for applications in industrial and semiconductor manufacturing that have high end-requirements on the purity/conformality of materials. Originating from Pfeiffer Vakuumtechnik, the company has evolved from producing mostly very large vacuum systems for industrial applications like diffusion bonding to producing Silicon (Si)/ Silicon Carbide (SiC)/Germanium crystal-growing systems for wafer production in the semiconductor industry and advanced metrology solutions. The latter activity was born from the need for very precise measurement systems for the company’s own processes and was further developed commercially. PVA TePla has a largely outsourced production model and a global client base. Revenues have grown from €97m in 2018 to €205m in 2022, largely driven by the company’s semiconductor activities.

PVA TePla’s key competence lies in the very precise handling of vacuum, extreme pressure and temperatures. This is crucial for applications in industrial and semiconductor manufacturing that have high end-requirements on the purity/conformality of materials. Originating from Pfeiffer Vakuumtechnik, the company has evolved from producing mostly very large vacuum systems for industrial applications like diffusion bonding to producing Silicon (Si)/ Silicon Carbide (SiC)/Germanium crystal-growing systems for wafer production in the semiconductor industry and advanced metrology solutions. The latter activity was born from the need for very precise measurement systems for the company’s own processes and was further developed commercially. PVA TePla has a largely outsourced production model and a global client base. Revenues have grown from €97m in 2018 to €205m in 2022, largely driven by the company’s semiconductor activities.

PVA TePla - Increasing semiconductor market exposure

Germany

PVA TePla AG manufactures equipment for producing and processing high-tech industrial materials.  The Company's products apply high temperatures, in a vacuum, and in the presence of plasma for use by the semiconductor, hard metal, electrical/electronic, and food industries.

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PVA TePla (TPE GR)

Pva Tepla (TPE) - Thursday, Aug 15, 2024

Semiconductor manufacturing process is essential for industry growth. PVA Tepla has strong positioning in niche market and favorable industry trends

Value Investors Club (VIC)

PVA TePla - Increasing semiconductor market exposure

PVA TePla’s key competence lies in the very precise handling of vacuum, extreme pressure and temperatures. This is crucial for applications in...

Edison Investment Research

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